+916.8%
RKLB vs PEP
-12.8%
+929.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.5% |
| 7D | -0.2% | -1.4% | +1.2% | -0.7% |
| 30D | -14.1% | +0.2% | -14.3% | -14.0% |
| 3M | -46.4% | -1.1% | -45.3% | -46.2% |
| 6M | -10.6% | -13.5% | +2.8% | -13.2% |
| YTD | -7.9% | -1.2% | -6.7% | -7.6% |
| 1Y | +49.5% | -1.6% | +51.0% | +49.8% |
| All | +916.8% | -12.8% | +929.6% | +788.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling